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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,328 | $133,998-80.4% | $112,263-76.5% | $134,545-80.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.62% | 47.17%-64.8pp | 27.49%-45.1pp | 418.37%-436.0pp |
| Employer contribution / active EE | $5,267 | $4,040+30.4% | $3,636+44.9% | $4,742+11.1% |
| Participant deferral / active EE | $4,202 | $5,292-20.6% | $4,729-11.1% | $6,401-34.4% |
| Admin fee / account holder | $7,000 | $7,493-6.6% | $6,410+9.2% | $11,431-38.8% |